Our Case Manager service delivers comprehensive oversight across active files from initial retention to matter resolution. We specialize in managing complex financial discovery—analyzing bank statements, tax returns, and general ledgers—and driving mandatory disclosure compliance. By conducting regular status audits in systems like MyCase or Dropbox, we keep files moving forward and ensure counsel and clients remain aligned on every key milestone.
Case Manager
CASE SERVICES
Case Manager
Primary Activities
Financial Discovery & Disclosure Management:
Reviewing, cataloging, and organizing financial records, tax filings, and bank statements for formal discovery exchanges.
Lifecycle Case Audits & Milestone Tracking:
Monitoring file progression, enforcing discovery deadlines, and conducting structured status reviews with lead attorneys.